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Installation
User Guide
AVEVA Solutions Limited
Disclaimer
AVEVA Instrumentation provides instrument sizing calculations for estimation purposes only, end users of the
software should not rely on the calculations produced by the software for design purposes. End users should seek
the advice of certified equipment suppliers prior to specifying or purchasing equipment.
a) AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses;
b) AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of
anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any
special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be
suffered by the customer, including any loss suffered by the customer resulting from the inaccuracy or invalidity of
any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or
arise in contract, tort (including negligence) or otherwise;
c) AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the
customer's claim is brought.
In the event of any conflict between the above clauses and the analogous clauses in the software licence under
which the AVEVA software was purchased, the clauses in the software licence shall take precedence.
Copyright
All intellectual property rights, including but not limited to, copyright in this manual and the associated software,
(including source code, object code, and any data) belongs to or is validly licensed by AVEVA Solutions Limited or
its subsidiaries.
All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document
is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without
the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires
that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made.
The manual and associated documentation may not be adapted, reproduced, or copied, in any material or
electronic form, without the prior written permission of AVEVA Solutions Limited. The user may also not reverse
engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in
this publication may be incorporated into any third-party software, product, machine, or system without the prior
written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly
prohibited, and may give rise to civil liabilities and criminal prosecution.
The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms
and conditions of the respective licence agreements, and in accordance with the relevant User Documentation.
Unauthorised or unlicensed use of the product is strictly prohibited.
Copyright 2000 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.
The AVEVA Instrumentation user interface is based on the Microsoft Office Fluent user interface.
Trademarks
AVEVA and Tribon are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names are
trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of
trademarks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden.
Microsoft Office Fluent user interface. Fluent is a trademark of Microsoft Corporation and the Fluent user
interface is licensed from Microsoft Corporation. The Microsoft Office User Interface is subject to protection under
U.S. and international intellectual property laws and is used by AVEVA Solutions Limited under license from
Microsoft.
DevExpress redistributables are used by AVEVA under license from Developer Express Inc. Copyright 2000-
2014 Developer Express Inc.
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
Installation User Guide
Revision Sheet
Contents Page
Installation
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Database Systems Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Project Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Client Computer Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
Microsoft .NET Framework 4.5.1 Runtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
Project Packager and Microsofts Shared Management Objects (SMO). . . . . . 2:2
AVEVA Instrumentation Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Installing a Full Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Installing a Partial Release (Fix Release) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Unattended Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Unattended Installation of a Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Unattended installation of a Fix Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
License Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5
1 Introduction
The Express version of SQL Server 2014 is available as a free download from the Microsoft
website.
Copyright 2000 to current year. 1:1 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Introduction
Copyright 2000 to current year. 1:2 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
2 Installation
Since AVEVA Instrumentation processes lots of information, a faster computer with more
memory will perform better than a PC with less memory and a slower processor, particularly
when automatically generating drawings and datasheets, and when loading large datasets
for equipment terminations and component layouts.
Copyright 2000 to current year. 2:1 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
Note: If a workstation has less than 512Mb RAM or has a monitor less than 1024 x 768, the
installer will not install AVEVA Instrumentation. Furthermore, AVEVA Instrumentation
cannot be installed unless the Microsoft .NET Framework 4.0 is already installed.
2.2 Compatibility
AVEVA Instrumentation works (is compatible) with:
AVEVA Electrical 12.1.SP4.
AVEVA Engineering 14.1.0 including Fixes 1, 2, 3 and 4.
AVEVA Engineering 14.1.SP1 including Fix 1, 2, 3 and 4.
AVEVA Diagrams 14.1 including Fix 1, 2, 3 and 4.
AVEVA Integration Service 1.0, 1.1, 1.2, 1.3.
AVEVA Administration 1.2, 1.3, 1.4 and above.
AVEVA P&ID 12.1 and above (32 or 64 bit).
12.1.SP2 Fix 1 and above.
AVEVA PDMS 12.1 and above.
AVEVA Outfitting 12.1 and above.
AVEVA E3D 1.1, E3D 2.1 and E3D 2.1 Fix 1.
AVEVA NET Portal 4.7.7 and above.
AVEVA NET Workhub and Dashboard 5.0.1.3 fix and 5.0.2.
AutoCAD 2014, 2015, 2016 and 2016 SP1.
Microsoft SQL Server 2008 R2 SP3, 2012 SP3 and 2014 SP1.
Citrix XenApp 7.6 and Xendesktop 7.6.
Note: Please check that the version of AutoCAD deployed within a Citrix environment is
certified for Citrix use and that the AutoCAD licensing is compliant. Click this link for
more information:
http://usa.autodesk.com/adsk/servlet/item?siteID=123112&id=13959101.
Copyright 2000 to current year. 2:2 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
By clicking the links, in the order indicated, users will be able to download the required msi
files and install the assemblies. Once installed, the Project Packager will run without any
problems.
Note: Refer to the Security Manager documentation for the procedure for packaging
projects.
Continue at:
Installing a Full Release
Installing a Partial Release (Fix Release)
Copyright 2000 to current year. 2:3 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
Start the installation wizard as described above. On the welcome screen, click the Next
button to proceed.
Select the required shortcuts.
Select the products to be installed. By default, all modules except Process Engineer,
and Security Manager are selected for installation. Security Manager should only be
installed for Project Administrators who wish to manage user's access rights to project
data when using SQL Server. Click Next to proceed.
Click Install to install the product.
Click Finish to complete the installation.
If installing a partial (Fix) release, the following steps will upgrade the current installation to
the new version:
Start the installation wizard as described above. On the welcome screen click Next to
proceed.
Click Install to install the product.
Click Finish to complete the installation.
Copyright 2000 to current year. 2:4 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
Note: Although the disk contains several AVEVA products, the user will only be able to use
the items that are licensed to them. The user will get an on-screen notification to
warn them when the license is due for renewal.
AVEVA Instrumentation is supported for use with Citrix for multi-site working.
Copyright 2000 to current year. 2:5 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Installation
Copyright 2000 to current year. 2:6 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
3 Project Setup
After installation, either a new AVEVA Instrumentation project (and database) must be
setup, or an existing project Workgroup file must be selected. The Workgroup file is a data
file that holds the details of all AVEVA Instrumentation projects located on the system.
Run an AVEVA Instrumentation module. If this is the first time an AVEVA Instrumentation
application (or module) has been run on the workstation, the Browse For Folder window
will be displayed.
To select an existing project, use the dialog to select the folder in which the project
Workgroup file is located and click OK.
Note: If multiple AVEVA Instrumentation users are to work on the project then this
Workgroup file folder should be located on a common network drive accessible to all
these users.
The AVEVA Instrumentation Workgroup file is a Microsoft Access database that contains a
single table that holds the names and locations of the AVEVA Instrumentation projects.
Copyright 2000 to current year. 3:1 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
Note: To reset a workstations Workgroup file (e.g. if the wrong folder was selected), simply
delete the file Inst.ini. This file will located in:
Users\<user name of installer>\AppData\Roaming
If this does not exist, AVEVA Instrumentation will ask for the Workgroup file once
again.
Continue at:
Create a New Project
SQL Server Setup
SQL Server Security
AVEVA Instrumentation User Security
The Create a New AVEVA Instrumentation Project window is displayed either after a
Workgroup file has been selected as described previously, or when New is clicked on the
Select an AVEVA Instrumentation Project window (accessed from the Open Project
option in the Setup tab of Engineering modules).
Copyright 2000 to current year. 3:2 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
SQL Server: Click the [...] button to display the SQL Server login window, used to create
the new project database on a selected SQL Server. Refer to SQL Server Setup for details.
Copy: Select one of the following options as required:
Empty Project: The default option. A new blank project with no project data and the
default security settings will be created if this option is selected.
Demo Project: AVEVA Instrumentation includes a Demo Project database which can
be copied for the purposes of evaluating or testing AVEVA Instrumentation. Select this
option if the new project is to be a copy of the AVEVA Instrumentation Demo Project.
Packaged Project: Projects can be packaged, that is saved to a single package
(.pkg) file. When new projects are created, a packaged project can be selected.
Project setting and data are copied from the packaged project.
Note: Refer to the Security Manager documentation for the procedure for packaging
projects.
When the Packaged Project option is selected, the Package File field and ... button
become active. Click the ... button to browse for and select the required package file.
The location and file name of the selected file is the displayed in the Package File
field.
Project Folder: This is the root project folder. By default, once entered (or browsed to), the
other project folder names are automatically completed using this root. These can
subsequently be edited if required (see below).
If the project is a copy of the demo or of a packaged project, most of these fields will be
automatically completed. They may be amended if required.
Note: AVEVA Instrumentation will create all the project folders if they do not already exist
when Save is clicked.
File Locations/Folders:
Design Database: The SQL Server Database Name.
Note: If multiple AVEVA Instrumentation users are to work on the project then these folders
should be located on a common network drive accessible to all these users and the
mapped drive letter must be the same for all these users.
Other Folders: All other folder names are user definable but (logically) should reside
under the same root folder for ease of management. Although in theory everything
could be located in the same folder, this would be difficult to manage as the number of
files grows. Therefore it is recommended that each group of files is located in a
different sub-folder.
When the project details have been entered, click Save.
Copyright 2000 to current year. 3:3 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
AVEVA Instrumentation will then create the new project database on the nominated Server.
AVEVA Instrumentation will also create all the project folders if they do not already exist.
If a packaged project was selected to copy from, a window displaying the progress of the
extraction of data from the package file is displayed:
Once created AVEVA Instrumentation will show the new project in the Select an AVEVA
Instrumentation Project window.
When an AVEVA Instrumentation module is started, if only a single project has been created
(i.e. is listed in the Workgroup file), this project will be automatically selected and opened.
If more than one project has been created, then the Select an AVEVA Instrumentation
Project window is displayed, from which the required project can be selected:
To create further projects, select the New button on the Select an AVEVA Instrumentation
Project window. The Create a New AVEVA Instrumentation Project window is then
displayed, and should be completed as described above.
The Select an AVEVA Instrumentation Project window can also be opened by selecting
the Open Project option from the Project tab of AVEVA Instrumentation modules.
Note: To remove a project from the list in the Select an AVEVA Instrumentation Project
window, open the Projects.Mdb Access database located in the Workgroup folder
and delete the appropriate record. The SQL server database on the database server
will not be affected.
The project details, including project folders, may be edited after a project has been created
by selecting the Edit Project option from the Project tab of AVEVA Instrumentation
modules (once a user has logged on to the project). However, AVEVA Instrumentation will
Copyright 2000 to current year. 3:4 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
not move any existing files to any new folders. After folder creation, this must be done
manually.
The SQL Server Login window is displayed when the button next to the SQL Server Name
field on the Create a New AVEVA Instrumentation Project window is pressed (see Create
a New Project). This is used to create the new project database on a selected SQL Server.
Test that the entered details are valid by clicking Test Connection.
Clicking OK will run a script to create the new AVEVA Instrumentation database.
Copyright 2000 to current year. 3:5 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
Copyright 2000 to current year. 3:6 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
Copyright 2000 to current year. 3:7 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Project Setup
AVEVA Instrumentation objects include project items such as cables, instruments and
catalogues. Functionality such as data import can also be restricted as required.
By default, all new projects have the User Security Rights features disabled. If User Security
is required it must be turned on using the AVEVA Instrumentation Security Manager
application. Users must then be allocated to 'Security Groups' such as Engineers and
Designers, Read-Only Users etc. Refer to the AVEVA Instrumentation Security Manager
documentation for more information.
Note: Once security is switched on, by default users will have no access until they are
added to a Security group.
Copyright 2000 to current year. 3:8 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Index
C U
Compatibility . . . . . . . . . . . . . . . . . . . . . . 2:2 Unattended Installation . . . . . . . . . . . . . 2:4
Computer Requirements . . . . . . . . . . . . . 2:1 User Security . . . . . . . . . . . . . . . . . . . . . 3:7
D
Database Systems
Supported . . . . . . . . . . . . . . . . . . . . . 1:1
I
Instrumentation Setup . . . . . . . . . . . . . . . 2:3
L
Licence Activation . . . . . . . . . . . . . . . . . . 2:5
P
Project Folders . . . . . . . . . . . . . . . . . . . . 1:1
Project Packager and Microsofts Shared Man-
agement Objects (SMO) . . . . . . 2:2
Project Security . . . . . . . . . . . . . . . . . . . . 3:7
Project Setup . . . . . . . . . . . . . . . . . . . . . 3:1
S
SMO . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
SQL Server
Security . . . . . . . . . . . . . . . . . . . . . . 3:6
Setup . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Copyright 2000 to current year. Index page 1 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Installation User Guide
Copyright 2000 to current year. Index page 2 12.1 SP4 and above only
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.